PROFESSIONAL PROFILE
Phillip R. Williams, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., CFM, CRPC®
Senior Vice President - Investments
Wealth Management Advisor
Phil graduated from the University of Texas-Arlington with a BBA-Finance degree in 1975. His career as a Financial Advisor began with Merrill Lynch in 1979. He attained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. in 1984 and the CRPC® (Chartered Retirement Planning CounselorSM)in 2008. His process is centered on fully understanding the goals and objectives of each client and providing the highest quality advice and client service possible. He is a Portfolio Manager in the Personal Investment Advisory Program at Merrill Lynch.
Puffin Prosperi
Client Associate
Puffin has been with Merrill Lynch since 1976 and assists clients in the area of customer service and account administration.